Plan Snapshot
- Plan Sponsor: Wil Fischer Distributing Company
- Sponsor EIN: 430862947
- Sponsor Address: 3539 WEST FARM ROAD 142, SPRINGFIELD, MO, 65807
- Plan Type: 401(k)
- Total Participants: 198
- Total Assets: $10.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 198 | $10.4M | $362,283 | $598,740 |
| 2023 | 200 | $9.2M | $310,564 | $696,178 |
| 2022 | 149 | $8.6M | $246,891 | $412,193 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| RMMC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $31,569 | — | — | — | — |
| 2023 | $24,343 | — | — | — | — |
| 2022 | $10,147 | — | — | — | — |